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Overview
IBM® Marketing Operations in a clustered environment
Optional features
For more information
Users and user groups
Synchronizing users
Synchronizing users manually
IBM® Marketing Operations administration process overview
Administrative Settings page
Setting your timezone
System-wide non-work dates
Adding non-work dates
Removing non-work dates
To change the list of non-working business dates
Summary of Non-working Days Changes page
Triggers
Adding triggers
Adding and editing trigger bindings
Trigger binding dialog
Publishing advanced searches
Publishing or unpublishing saved searches
Viewing a list of locked objects
Marketing Operations Performance
Configuración de la opción de marcación
Markup tool availability
Enabling Adobe™ Acrobat markup
Installing and configuring Adobe™ on client computers
Enabling native Marketing Operations markup
Disabling markup
Configuring system logs
IBM® Marketing Operations interface customization options
Renaming marketing object types
About the sysmodules.xml file
Elements in the sysmodules.xml file
About the sysmenu.xml file
Elements in the sysmenu.xml file
To rename a marketing object type
Customizing menus
To create a menu
Reorganizing items on menus
To rename a menu or an item on a menu
To add a menu item that links to a URL
Synchronizing menus
Multiple locale support
Marketing object types
Defining a custom marketing object type
States for marketing objects
The global states file
State transitions
Custom marketing object types
Adding a marketing object type
The Add Marketing Object Type page
Marketing object type definition files
Marketing object type properties files
Marketing object type changes
Marketing object templates
Creating a marketing object template
Associations between marketing object types
Marketing Operations reports
Marketing Operations report and folder names in Cognos®
IBM® Marketing Operations reports and Cognos®
Data model updates in Cognos®
Updating the IBM® Marketing Operations data model
Example Query Subject for a custom metric
Filters in Cognos® reports
Hyperlinks in Cognos® reports
Example custom report: Project Performance Summary (Custom)
Reports for Marketing Operations administrators
Producing the Out of Office Users and Delegation Summary
Producing a Deny Reason Analysis Report
Template Basics
When to create another template
Decide on a set of templates
Example templates
List of example templates
Template components
Template-building methodology
Plan custom templates
What can you customize?
Sample Summary tab
Custom tab example
Campaign project templates
Campaign project template design
Offer templates
Adding or editing templates
Building and managing templates
Template tabs reference
Effects of template changes
Template Properties tab for defining the template
Attributes tab
Exporting templates
Template Tabs tab for customizing the user interface
Adding tabs to templates
Moving tabs and forms on templates
Deleting custom forms and tabs from templates
Building rules to show and hide forms
Rule Builder dialog
Template Attachments tab for adding folders and files
Template Custom Links tab for accessing other websites
Template Customize Alerts tab to set up event-triggered alerts
Icons page
Adding and editing icons
Template validation
Database validation
Attribute validation
Program and project templates
Budget tab customization
Adding text columns to the Line Items Details table
Disabling or removing text columns
Vendor column for budgets
Template Budget Approval Rules tab for automating line-item approvals
Building budget approval rules
Editing budget approval rules
Deleting budget approval rules
Project template Project Roles tab for including participants
Project template Request tab for configuring the request process
Request tab fields
Example: building a template request rule
Project template Workflow tab
Adding workflow to templates
Configuring the workflow
Fields in workflow spreadsheets
Workflow template tab
Selecting approval options for templates
Approval process deny reasons
Setting approval deny reasons
Customize milestone types
Creating and editing workflow templates
Importing workflow templates
Exporting workflow templates
Project template Campaign tab for communicating with Campaign
TCS® approval
Data Mapping Definitions
To map IBM® Campaign contact and response counts to Marketing Operations metrics
Metrics data mapping file
Adding data mapping files
Editing data mapping files
Deleting data mapping files
About forms
Form Definitions page
Creating forms
To create a form
To import shared attributes
Form Editor interface
Attribute groups
To create an attribute group
Edit Attribute Group dialog
Creating grids
About the grid types
To create an editable grid
Create New Grid dialog
To display an existing editable grid as a read-only grid
To display a grid as a list
Example: creating lists of marketing objects
About Target Cell Spreadsheets
To create a TCS
Default cell attributes for Target Cell Spreadsheets
Publishing forms
To publish a form
Exporting forms
To export a form
Importing forms
To import a form
Troubleshooting when importing forms
Moving forms from one computer to another
Managing lookup values for a form
To disable lookup values without changing the database table
Copying forms
Enabling data posting of list selections
Adding a form to existing objects
About attributes
Standard attributes
About attributes for Marketing Operations-Campaign integration
Campaign attributes
Cell attributes
Offer attributes
About creating, editing, and deleting attributes
To create and enable a shared attribute
To edit a shared attribute
To delete a shared attribute
Shared Attributes list page
To create a local attribute
To edit a local attribute
To delete a local attribute
Attributes reference
Standard attribute fields
Database considerations for attribute database columns
About the attribute types
Attribute types for campaign, cell, and offer attributes
Text attribute types
Single-Select attribute types
Single-Select - Database attribute types
Multiple-Select - Database attribute types
Yes or No attribute types
Decimal attribute types
Money attribute types
Calculated attribute types
URL Field attribute types
Object Reference attribute types
Image attribute types
Creative URL attribute types
Object Attribute Field Reference attribute types
Single List Object Reference attribute types
Dependent field attribute types
About metrics
Types of metrics
Metric creation overview
Working with metrics, metrics dimensions, and metrics templates
Metrics properties
Metrics dimensions properties
Creating metrics templates and metric template groups
To create or edit a metrics template
Metrics groups
Exporting and importing metrics templates
Multiple locale support
Localized object types
About localized format and symbol settings
Multi-locale support for templates
Localizing templates through the properties file
Globalizing standard attributes
Localizing forms
Localizing forms
Localizing metrics
Importing a metrics properties file
Localizing lists
About security
About the Global security policy
About roles
About the default security policy roles
About custom security policy roles
About object access roles
About project roles
About security policies and permissions
About permissions
About security policy permission settings
Planning security policies
About configuring security policies
To edit the Global security policy
To create a security policy
To configure the user visibility option for roles
To assign security policy roles
About controlling access to templates
About access controls for projects and requests
Example security configuration for project requests
Setting up alerts
About event-triggered alerts
About reminders
About setting default alert subscriptions
To set default alert subscriptions
Default Alert Subscription page
About reminders and workflow task dates
Customizing notification messages for alerts
To customize an alert notification message
Alerts Settings page
General and personalized message fields
Example of a custom alert message
Changing the refresh interval for the alerts count
How IBM® Marketing Operations determines the alert sender
About list definitions
Customizable lists
To add options to a list
About list properties
To enable, disable, or remove a list option
Implementing project health rules
About the key performance indicators
About the default health rule
To configure project health status rules
To assign a rule to a project template
To customize labels and colors
Exporting and importing metadata
About exporting metadata
To export metadata in bulk
Results of exporting templates
Results of exporting project health rules
Results of exporting teams
Results of exporting security policies
Results of exporting marketing object types
About importing metadata
To import template metadata
Results of importing templates
To import metadata
Results of importing project health rules
Results of importing teams
Results of importing security policies
Results of importing marketing object types
Setting up libraries for digital assets
To create a library
About enabled and disabled libraries
Setting up accounts
About account administrators
About account owners
To create an account
Account Properties page
To add or remove account owners
About enabled and disabled accounts
To enable or disable an account
About advanced topics
Populating fields programmatically
Examples of programmatically populating fields
Server-side ID generation and project attribute validation
Sample Java™ interface
Grid validation
Validator interface
About data validation rules
Validation rules
Validation rule example
Context-sensitive help topics
Marketing Operations Settings
Security Policy Settings
User Permissions
Default Alert Subscriptions
Account Definitions
Budget Tab Line Item Table Settings
Project health options
List Definitions
Template Configuration
Metrics Templates
Form Definitions list page
Form Editor
Non-working Business Days
Manage Published Searches screen
Trigger Bindings
Customize Alerts screen
Data Migration
Out Of Office-Automatic Addition of Delegate
Import Campaign Offers
Administrative reports
Deny reasons for standalone approvals
Nota
Avisos
Marcas registradas
Consideraciones sobre la política de privacidad y las condiciones de uso
Nota
Avisos
Marcas registradas
Consideraciones sobre la política de privacidad y las condiciones de uso